Interact to see
Advertisement
Advertisement
DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$59.31
Change+$0.58 (+0.99%)
VolumeN/A
Net Assets813.64M
DOXGX vs SWLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. SWLVX (814M). SWLVX pays higher dividends than DOXGX: SWLVX (1.99) vs DOXGX (1.49). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (7 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (15.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 8.88 vs. DOXGX (5.40).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | 0.41 | 0.04 | 1,171% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,314% |
| Fund Existence | 3 years | 7 years | - |
| Gain YTD | 3.942 | 2.567 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 814M | 13,514% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 5.40 | 8.88 | 61% |
| Returns for 3 years | 16.06 | 21.72 | 74% |
| Returns for 5 years | N/A | 58.03 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers